Public Trustee Representative

1 month ago

Calgary, Canada Government of Alberta Full time

**Job Information**:
Job Requisition ID: 38984

Ministry: Seniors, Community and Social Services

Location: Calgary

Full or Part-Time: Full Time

Hours of Work: 36.25 hours per week

Regular/Temporary: Permanent

Scope: Open Competition

Closing Date: April 3, 2023

Classification: Finance 3

**About Us**:
The staff members of the Office of the Public Guardian and Trustee are committed to the provision of high quality services to Albertans. Activities performed enable the Office of the Public Guardian and Trustee to provide services, tools and supports for personal and financial matters to vulnerable Albertans and their families.

Information regarding the Office of the Public Guardian and Trustee can be found by visiting our website at:
**Role**:
Do you have strong interpersonal skills and estate administration or a legal background? Are you looking for a financial position that focuses on serving people first?

Responsibilities focus on the financial management of client assets, including financial planning for represented adults, and administration of deceased estates and minors’ trusts. The role of a Public Trustee Representative requires a client focused outlook, excellent case management skills, and the willingness and ability to work effectively as a member of a multi-disciplinary team. The role includes conducting on-site investigations and duties in relation to the management of property where required within the Province of Alberta.

All roles require the following skill sets:

- Mediation and negotiation skills
- Ability to form and develop positive relationships with clients and stakeholders
- An investigative mindset
- High quality, client-centric service
- Judgment, analytical, problem solving and decision making
- Interpersonal and relationship management skills to resolve conflict
- Ability to analyze information from multiple sources and evaluate options and recommendations
- Commitment to confidentiality, discretion, flexibility and diplomacy
- Financial planning and budgeting
- Ability to identify risks and develop mitigation strategies
- Some physical labour may be required when conducting on-site investigations and ability to attend locations that may contain elements that are deemed hazardous that will require the use of Personal Protective Equipment (PPE).

**Qualifications**:
University graduation in a related field such as Business Administration, Commerce, Accounting, Finance or Law with a minimum three (3) years of progressively responsible related experience in estate or trust administration, financial planning, banking, legal or accounting sector is required.

Equivalencies considered:
A related diploma and a minimum of 5 years’ related experience
An Accounting designation and a minimum of 1 year additional related experience

**Required**
- A valid driver's license is required as travel within the province of Alberta is a requirement for the role.

**Assets**

Experience managing large caseloads.
Experience working with vulnerable people.
A related designation such as Certified Financial Planner (CFP), Professional Financial Planner (PFP), or Trust and Estate Practitioner (TEP), or similar would also be an asset.

**APS Competencies**:
Competencies are behaviours that are essential to reach our goals in serving Albertans. We encourage you to have an in depth understanding of the competencies that are required for this opportunity and to be prepared to demonstrate them during the recruitment process. The link below will assist you with understanding competencies:
**Creative problem solving** to assess options and implications that will reach the best solutions

**Systems thinking** to understand the broader impact of your work and to anticipate outcomes

**Agility** to quickly adapt to changing priorities and to respond with effective decisions

**Develop networks** to help you deal with a range of complex issues
Builds collaborative environments to provide client-centric service

**Salary**:
$2,646.59 to $3,471.47 bi-weekly. ($69,075 - $90,605 / year)

**Notes**:
Hours of work per week - 36.25
8:15 am - 4:30 pm (Monday - Friday)

There are currently 2 positions available in Calgary.

This competition may be used to fill current and future vacancies in Calgary

In your resume, please include dates (including months and years) associated with all education and work experience. Also, please indicate whether your work experience is casual, part-time or full-time. For example: January 15, 2006 - June 25, 2009: (PT three 8 hrs shifts/week).

What we offer:

- Comprehensive benefits plan:

- Pension plan:

- Health Spending Account:

- Leadership and mentorship programs
- Professional learning and development
- Positive workplace culture and work-life balance

**How To Apply**:
Applicants are advised to provide information that clearly and concisely demonstrates how their qualifications meet the advertised requirements, including education, experience and relevant examples of req

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